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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fourth Street Performance Partners | Cincinnati | OH | 09/2008 | 05/2019 |
| Wealth Dimensions | Cincinnati | OH | 05/2019 | 04/2021 |
| Opus Capital Group, Llc | Cincinnati | OH | 05/2021 | 02/2024 |
| Lpl Financial Llc | Newport | KY | 02/2024 | 01/2025 |
| Constellation Wealth Advisors | Cincinnati | OH | 01/2025 | 04/2026 |
| Kelos Wealth Planning, Llc | Cincinnati | OH | 05/2026 | Present |
LICENSED INSURANCE AGENT; INVESTMENT RELATED: YES; DOES NOT CURRENTLY SELL INSURANCE; SAME OFFICE LOCATION; TIME SPENT: 0 HRS/MTH DURING TRADING AND NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-02 |
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